Designing for Change: How Managed Accounts Can Help Employees Retire

January 31, 2019

David Blanchett
Head of Retirement Research
Morningstar Investment Management LLC
Dan Bruns
Vice President, Retirement Strategy
Morningstar Investment Management LLC
Alison Cooke-Mintzer
Editor In Chief
It’s no secret that employees need more help reaching their retirement goals. Even though investors may have access to more information than ever before, quality advice, especially around retirement, is still out of reach for many. In response, many employers have made online advice tools, such as managed accounts, increasingly available to employees in 401(k) plans. Managed accounts and other online advice tools can help guide employees on how much save, how to invest their savings, and when to retire. But what impact, if any, do these programs have on saving and investing behavior? And what learnings can employers leverage to design a plan that helps employees meet their retirement goals?

Join David Blanchett, Head of Retirement Research, and Daniel Bruns, Vice President, Retirement Strategy, as they discuss their research on:

  • The impact that managed accounts may have on employee savings and investing habits
  • How employees use a plan’s default investment and how various default decisions can lead to different retirement outcomes
  • Plan design features that can be used to further improve employee savings and overall retirement readiness

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Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Opinions expressed by Morningstar Investment Management are as of the current date; such opinions are subject to change without notice. Morningstar Investment Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use. Morningstar Investment Management is not affiliated with PLANSPONSOR or its affiliates.